See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,691 | $176,662-62.8% | $130,648-49.7% | $152,861-57.0% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 21.35% | 2692.24%-2670.9pp | 1708.96%-1687.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,529 | $5,742-73.4% | $4,092-62.6% | $4,762-67.9% |
| Participant deferral / active EE | $2,173 | $4,361-50.2% | $3,603-39.7% | $5,850-62.9% |
| Admin fee / account holder | $2,399 | $7,133-66.4% | $5,464-56.1% | $11,596-79.3% |